Private Client Group, Risk Advisor

5 months ago

Toronto, Canada HUB International Full time

The Private Client Risk Advisor provides advice and guidance to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families on their complex financial and risk management needs. They are focused on safeguarding and the wealth and assets of their clients and play a critical role in identifying risks and developing strategies to mitigate losses. The role serves as an expert consultant within the organization and demands a high level of expertise and discretion.

The Risk Advisor is accountable for assessing and analyzing the various risks associated with the client’s wealth and creating personalized risk management strategies tailored to their specific circumstances. They offer guidance on the various insurance strategies available to protect against known unexpected events and losses, to protect and preserve the client’s wealth in collaboration with the family’s other trusted advisors.

The Risk Advisor will develop a deep understanding of each client’s unique circumstances and remain abreast of the evolving needs of the family through regular meaningful contact. They will share market insights and trends affecting the financial landscape and communicate regularly on risk factors and market conditions that may impact the family’s ability to safeguard and grow their wealth.

In the event of a claim, the Risk Advisor will advocate for positive outcomes on behalf of the client’s they serve and help to navigate the recovery process in partnership with our carrier partners.

What You’ll Do

Completes comprehensive client discovery.

Owns and enhances the client experience throughout the relationship.

Works collaboratively with the Private Client team and other areas of HUB to develop the best personalized risk strategies for high-net-worth clients.

Represents HUB Private Client and HUB broadly in the marketplace as an expert in the field of solving the most complex claim and insurance problems.

Leads business development activities and participates in target client events and community initiatives.

Identifies and participates in process improvement activities.

Participates in cross functional activities with internal partners.

Keeps others abreast of activities, client information, status/progress of opportunities.

Ongoing commitment to personal development and accreditation.

Passionately provides thought leadership internally and externally to enhance the HUB Private Client brand.

Contributes to the development and education of other team members.

What You’ll Need for Success

Relevant post-secondary degree in Business, Finance, Marketing, or related field.

10+ years of work experience serving clients/families in the HNW/UHNW segments.

Strong general insurance knowledge and a willingness to develop deep expertise in Private Client risk solutions/strategies.

Willingness to obtain a Level 2 Insurance License (Canada).

Works with a strong sense of urgency and a thirst for success; possesses a natural, high degree of self-motivation and discipline.

Strong relational skills - exhibits a genuine sense of curiosity, possesses effective active listening skills, and has a strong desire to be in service to others.

Demonstrated high level of emotional intelligence.

Ability to communicate difficult concepts in a compelling manner.

Entrepreneurial mindset and strong comfort with prospecting.

Ability to connect and socialize with people at all levels including Senior Executives and UHNW individuals.

Ability to influence client behaviors and partner engagement.

Passion for identifying client needs and solving complex challenges proactively.

Why Choose HUB?

We’re committed to you and your well-being with a variety of benefits such as:
Competitive compensation package including additional ways to earn income beyond the basics of base pay (referral incentive programs, bonus eligibility, etc.)

A flexible hybrid environment and paid time off that allows for a work/life balance

Lavish and flexible benefits options that cater to your individual needs with a company RRSP match

A commitment to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement

Reimbursement of license fees and professional membership dues

Perks and rebates on events, travel, and accommodations as well as discounted rates for personal home & auto insurance

Service is one of our founding values - not an abstract concept but a commitment. We believe that no one deserves that commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it’s needed, from fighting disease to working with families in need, to improving the lives of senior citizens and youth.

\#LI-hybrid

\#LI-AW

Department Sales

**Required Experience**: 2-5 years of relevant experience

**Req

  • Vice President, Private Client Group

    5 months ago

    Toronto, Canada HarbourVest Partners Full time

    Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and...

  • Intern, Private Client Service

    2 weeks ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Intern, Private Client Service** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based **Private Client Services Team **for a **4-month term **from January to April 2025. **What do we offer a Private Client Intern?** A dynamic, fast-paced...

  • Private Client Advisor Yorkdale

    5 months ago

    Toronto, Canada Louis Vuitton Full time

    POSTE Our Louis Vuitton Maison seeks a Private Client Advisor to join our team. Responsible for promoting and selling all High-End product categories to both our existing and prospective clients, you will work with the Store, Client Relations and Client Development Teams to continue to build long-lasting relationships. As a role model for the client...

  • Private Client Advisor Yorkdale

    5 months ago

    Toronto, Canada Louis Vuitton Malletier Full time

    **Position**: Our Louis Vuitton Maison seeks a Private Client Advisor to join our team. Responsible for promoting and selling all High-End product categories to both our existing and prospective clients, you will work with the Store, Client Relations and Client Development Teams to continue to build long-lasting relationships. As a role model for the...

  • Vp, Advisor

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 198112 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Vice President, Advisor & Client Experience Technology** **Purpose** The VP Advisor & Client Experience is responsible for the operation, maintenance, and future state of Advisor & Client technology for Global Wealth Management....

  • Private Client Service Associate

    5 months ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

  • High Net Worth Private Client Services Advisor

    3 weeks ago

    Toronto, Ontario, Canada CA001 Marsh Canada Limited Full time

    Job Title: High Net Worth Private Client Services AdvisorAbout the Role:We are seeking a highly skilled Insurance Professional to join our team as a High Net Worth Private Client Services Advisor. As a key member of our team, you will be responsible for providing exceptional service to our high net worth clients, identifying and pursuing new business...

  • Risk Management Specialist, Private and Non-Profit, Financial Lines

    1 month ago

    Toronto, Ontario, Canada American International Group Full time

    Transforming Risk Management in Private and Non-ProfitAt American International Group, we're reimagining the way we help customers manage risk. As a Private and Non-Profit Underwriter, you'll play a crucial role in this transformation.Grow Your Skills and ExperienceAs a valued member of our team, you'll have the opportunity to develop your skills and...

  • Risk Management Specialist, Private and Non-Profit, Financial Lines

    1 month ago

    Toronto, Ontario, Canada American International Group Full time

    Transforming Risk Management in Private and Non-ProfitAt American International Group, we're reimagining the way we help customers manage risk. As a Private and Non-Profit Underwriter, you'll play a crucial role in this transformation.Grow Your Skills and ExperienceAs a valued member of our team, you'll have the opportunity to develop your skills and...

  • Private Client Insurance Specialist

    3 weeks ago

    Toronto, Ontario, Canada RBC Insurance Agency Ltd. Full time

    Job Title: Private Client Insurance SpecialistJob Summary:We are seeking a Private Client Insurance Specialist to join our team at RBC Insurance Agency Ltd. As a Private Client Insurance Specialist, you will be responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High...

  • Director, Private Investment Risk

    5 months ago

    Toronto, Canada CPP Investments Full time

    Company Description Make an impact at a global and dynamic investment organization When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management...

  • Armani Group Client Advisor

    3 weeks ago

    Toronto, Ontario, Canada Armani Group Full time

    Job SummaryWe are seeking a highly motivated and results-driven Client Advisor to join our team at Giorgio Armani Corporation. As a Client Advisor, you will be responsible for driving sales and providing an excellent client experience that represents the brand.Key ResponsibilitiesAssist in the execution of merchandising and client relationship...

  • Senior Risk Advisor

    4 weeks ago

    Toronto, Ontario, Canada IA Financial Group Full time

    About the RoleThe Senior Advisor, Credit Risk Oversight, will be responsible for developing, implementing, and maintaining the credit risk management framework. This role includes overseeing credit underwriting and adjudication processes. The Senior Advisor will collaborate with various stakeholders across the organization to develop and implement analytics...

  • Senior Risk Advisor

    4 weeks ago

    Toronto, Ontario, Canada IA Financial Group Full time

    About the RoleThe Senior Advisor, Credit Risk Oversight, will be responsible for developing, implementing, and maintaining the credit risk management framework. This role includes overseeing credit underwriting and adjudication processes. The Senior Advisor will collaborate with various stakeholders across the organization to develop and implement analytics...

  • Armani Group Client Advisor

    3 weeks ago

    Toronto, Ontario, Canada Armani Group Full time

    Job SummaryWe are seeking a highly motivated and results-driven Client Advisor to join our team at Giorgio Armani Corporation. As a Client Advisor, you will be responsible for driving sales, developing a client base, and shaping the brand experience.Key ResponsibilitiesAssist in the execution of merchandising and client relationship strategiesDevelop a...

  • Private Client Services Associate

    5 months ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Services Associate **to join our Toronto office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...

  • Account Executive

    5 months ago

    Toronto, Canada HUB International Full time

    About The Role HUB International’s Private Client Group continues to grow and is currently looking for strong Personal Insurance Broker to support an assigned High Net Worth/VIP book of business in our Toronto office and reporting to the Vice President, Private Client Group. This role is focused on delivering client excellence, growth and retention of a...

  • Investment Advisor

    4 weeks ago

    Toronto, Ontario, Canada The Segal Group, Inc. Full time $180,000 - $220,000

    Investment Advisor OpportunityWe are seeking a seasoned investment advisor to join our team and contribute to the growth of our investment consulting practice. As a key member of our team, you will be responsible for providing expert advice to clients on investment-related matters, conducting research, and building relationships with clients and investment...

  • Investment Advisor

    4 weeks ago

    Toronto, Ontario, Canada The Segal Group, Inc. Full time $180,000 - $220,000

    Investment Advisor OpportunityWe are seeking a seasoned investment advisor to join our team and contribute to the growth of our investment consulting practice. As a key member of our team, you will be responsible for providing expert advice to clients on investment-related matters, conducting research, and building relationships with clients and investment...

  • Client Advisor

    4 weeks ago

    Toronto, Ontario, Canada Armani Group Full time

    Job Title: Client AdvisorAs a Client Advisor with the Armani Group, you will be part of a dynamic team who will work together to drive sales and provide an exceptional client experience that represents the brand.Key Responsibilities:Assist in the execution of merchandising and client relationship strategiesDevelop a client base and drive store revenueShape...